Revisor Wealth Management’s iShares Floating Rate Bond ETF FLOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $403K | Sell |
7,918
-9,961
| -56% | -$507K | 0.15% | 166 |
|
|
2025
Q1 | $913K | Buy |
17,879
+13,569
| +315% | +$693K | 0.41% | 50 |
|
|
2024
Q4 | $219K | Buy |
+4,310
| New | +$219K | 0.2% | 112 |
|
|
2024
Q3 | – | Sell |
-6,169
| Closed | -$315K | – | 177 |
|
|
2024
Q2 | $315K | Buy |
6,169
+983
| +19% | +$50.2K | 0.22% | 112 |
|
|
2024
Q1 | $264K | Buy |
5,186
+408
| +9% | +$20.8K | 0.12% | 161 |
|
|
2023
Q4 | $242K | Buy |
4,778
+344
| +8% | +$17.4K | 0.28% | 107 |
|
|
2023
Q3 | $226K | Buy |
+4,434
| New | +$226K | 0.19% | 137 |
|
|
2023
Q2 | – | Sell |
-6,098
| Closed | -$307K | – | 160 |
|
|
2023
Q1 | $307K | Buy |
+6,098
| New | +$307K | 0.28% | 96 |
|